PITA
Response from developer
Hello - We're sorry to hear about your experience with TaxCaddy, and thank you for bringing it to our attention. We would love to help you find a solution to the problem you had with the app. If you have the time, our support team would be happy to assist you. You can reach them three ways; through our live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. We're committed to providing the best possible experience for our users and your feedback is very helpful. Thanks again! - Team TaxCaddy
Use your phone not computer or iPad
Once I switched to using my phone it was much easier. I find the app difficult to use because I forget year to year how to work it. It was very stressful. I’m hoping I got all my documents in correctly. The font size is so small it was hard to see what documents are being requested
I would not say the app is easy to use
Response from developer
Hi Morgan - We're sorry to hear about your experience with TaxCaddy, and thank you for bringing it to our attention. We would love to help you find a solution to the problem you had with using the application on your computer. If you have the time, our support team would be happy to assist you. You can reach them three ways; through our live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. We're committed to providing the best possible experience for our users and your feedback is very helpful. Thanks again! - Team TaxCaddy
Tax Caddy, I was skeptical at first
Response from developer
Hello! Thank you so much for taking the time to leave your feedback! We're thrilled to hear that you had a positive experience with TaxCaddy. We're always looking for ways to improve your experience, so if you have any additional feedback please feel free to reach out to our support team. You can reach them three ways; through live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. Thanks again! - Team TaxCaddy
Very stressful to use this app
So much trouble scanning docs with my phone and categorizing them. Also filling out forms in the phone like texting and forms not saving or not sending so I have to redo an entire rental property worksheet several times. It shouldn’t be this difficult.
Response from developer
Hello - We're sorry to hear about your experience with TaxCaddy, and thank you for bringing it to our attention. We would love to help you find a solution to the problem you had with scanning and categorizing documents. If you have the time, our support team would be happy to assist you. You can reach them three ways; through our live chat support, Email: support@taxcaddy.com or Call: 1-833-829-3375. We're committed to providing the best possible experience for our users and your feedback is very helpful. Thanks again! - Team TaxCaddy
Okay app but not great
But this year it’s been a bit of a different picture. I made sure that the default tax year was set to the current tax year, but the program does not consistently use the default year. So data and messages kept get accidentally logged to 2022 instead of the default 2023. Leave me and my tax preparer to find and move uploaded files and looking in 2022 and 2023 for messages.
The second issue is it’s difficult to upload a file in to the correct category, to many steps.
The third issue, I could not get the smart link feature to work. In years past I’ve used a similar feature in TurboTax and got data from Wells Fargo and Vanguard. But could not get TaxCaddy to talk to Wells Fargo so I gave up and manually updated those tax forms.
Taxes preparation is stressful enough I DO NOT need an app adding to the stress.
One big request, make the default tax year global so if you set it once it stays set to that year for all functions unless the user explicitly wants it to go to a different year.
